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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,406 | $78,423-94.4% | $95,964-95.4% | $79,856-94.5% |
| Participation rate | 41.5% | 73.5%-32.0pp | 77.1%-35.5pp | 69.6%-28.1pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.64%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $522 | $1,945-73.2% | $2,541-79.5% | $2,471-78.9% |
| Participant deferral / active EE | $1,178 | $3,440-65.7% | $4,167-71.7% | $3,741-68.5% |
| Admin fee / account holder | $13 | $5,622-99.8% | $6,797-99.8% | $5,306-99.8% |